Wasatch Longshort Financials
| WALSX Fund | USD 15.02 0.13 0.86% |
Wasatch |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Wasatch Longshort Fund Summary
The fund adviser seeks to provide higher risk-adjusted returns with lower volatility compared to domestic equity markets. The adviser will establish long and short positions in a portfolio of equity securities of companies of all market capitalizations. Under normal market conditions, the advisor expects to invest the funds assets primarily in companies domiciled in the U.S. or listed on a U.S. exchange. The fund is non-diversified.Specialization | Long-Short Equity, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Wasatch Funds Trust |
| Mutual Fund Family | Wasatch |
| Mutual Fund Category | Long-Short Equity |
| Benchmark | Dow Jones Industrial |
| Phone | 800 551 1700 |
| Currency | USD - US Dollar |
Wasatch Longshort Key Financial Ratios
Wasatch Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Wasatch Longshort's current stock value. Our valuation model uses many indicators to compare Wasatch Longshort value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Wasatch Longshort competition to find correlations between indicators driving Wasatch Longshort's intrinsic value. More Info.Wasatch Longshort Alpha is presently regarded as number one fund in one year return among similar funds. It also is presently regarded as number one fund in three year return among similar funds reporting about 6.12 of Three Year Return per One Year Return. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Wasatch Longshort's earnings, one of the primary drivers of an investment's value.Wasatch Longshort Alpha Systematic Risk
Wasatch Longshort's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Wasatch Longshort volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was thirty-six with a total number of output elements of twenty-five. The Beta measures systematic risk based on how returns on Wasatch Longshort Alpha correlated with the market. If Beta is less than 0 Wasatch Longshort generally moves in the opposite direction as compared to the market. If Wasatch Longshort Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Wasatch Longshort Alpha is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Wasatch Longshort is generally in the same direction as the market. If Beta > 1 Wasatch Longshort moves generally in the same direction as, but more than the movement of the benchmark.
Wasatch Longshort December 11, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Wasatch Longshort help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Wasatch Longshort Alpha. We use our internally-developed statistical techniques to arrive at the intrinsic value of Wasatch Longshort Alpha based on widely used predictive technical indicators. In general, we focus on analyzing Wasatch Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Wasatch Longshort's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.8075 | |||
| Information Ratio | (0.13) | |||
| Maximum Drawdown | 6.07 | |||
| Value At Risk | (1.21) | |||
| Potential Upside | 0.9628 |
Other Information on Investing in Wasatch Mutual Fund
Wasatch Longshort financial ratios help investors to determine whether Wasatch Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Wasatch with respect to the benefits of owning Wasatch Longshort security.
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